Schwab Charles Corp
SCHW- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000316709
近 90 天，Schwab Charles Corp 內部人申報 0 筆公開市場買進、28 筆賣出；2026 年第 2 季末有 2,318 家機構在 13F 申報持有，市值合計 $1,338 億；Oakmark（Harris Associates）、維京全球投資等 6 位大師持有。
2023 年第 2 季 13F 持有人
Schwab Charles Corp 在 2023/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,775
- 較 2023 年第 1 季 +107 家
- 持有股數
- 14.6 億
- 較 2023 年第 1 季 −2,294 萬 (−1.5%)
- 總市值
- $829.4 億
- 較 2023 年第 1 季 +$58.7 億 (+7.6%)
- 新進機構
- 252
- 另有 803 家加碼
- 清倉機構
- 145
- 另有 559 家減碼
另有 8 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SCHW 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,318 | $1,338 億 |
| 2026 年第 1 季 | 2,340 | $1,335 億 |
| 2025 年第 4 季 | 2,329 | $1,455 億 |
| 2025 年第 3 季 | 2,173 | $1,392 億 |
| 2025 年第 2 季 | 2,145 | $1,374 億 |
| 2025 年第 1 季 | 2,030 | $1,191 億 |
| 2024 年第 4 季 | 1,993 | $1,108 億 |
| 2024 年第 3 季 | 1,857 | $963.3 億 |
| 2024 年第 2 季 | 1,899 | $1,104 億 |
| 2024 年第 1 季 | 1,879 | $1,082 億 |
| 2023 年第 4 季 | 1,877 | $1,030 億 |
| 2023 年第 3 季 | 1,740 | $804.7 億 |
| 2023 年第 2 季 | 1,775 | $829.4 億 |
| 2023 年第 1 季 | 1,676 | $770.8 億 |
| 2022 年第 4 季 | 1,626 | $1,299 億 |
| 2022 年第 3 季 | 1,520 | $973.2 億 |
| 2022 年第 2 季 | 1,490 | $842.1 億 |
| 2022 年第 1 季 | 1,567 | $1,128 億 |
| 2021 年第 4 季 | 1,505 | $1,119 億 |
| 2021 年第 3 季 | 1,351 | $953.4 億 |
| 2021 年第 2 季 | 1,345 | $954.7 億 |
| 2021 年第 1 季 | 1,311 | $849.5 億 |
2023 年第 2 季持有機構
每家機構持有 Schwab Charles Corp 的股數、市值與佔組合比重；股數變化跟 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lountzis Asset Management, LLC | 8,019 | $49.7 萬 | 0.27% | 00.0% | 不變 |
| Glaxis Capital Management, LLC | 8,692 | $49.3 萬 | 1.87% | +8,692 | 新進 |
| Essex Financial Services, Inc. | 8,669 | $49.1 萬 | 0.06% | +1,492+20.8% | 加碼 |
| Twin Capital Management Inc | 8,643 | $49.0 萬 | 0.06% | −104−1.2% | 減碼 |
| RSM US Wealth Management LLC | 8,627 | $48.9 萬 | 0.02% | +706+8.9% | 加碼 |
| Concentric Wealth Management, LLC | 8,581 | $48.6 萬 | 0.15% | +35+0.4% | 加碼 |
| Northwest Bank & Trust Co | 8,557 | $48.5 萬 | 0.47% | +8,557 | 新進 |
| Desjardins Global Asset Management Inc. | 8,558 | $48.5 萬 | 0.06% | −3,963−31.7% | 減碼 |
| Brookstone Capital Management | 8,528 | $48.4 萬 | 0.01% | −13,677−61.6% | 減碼 |
| Savant Capital, LLC | 8,537 | $48.4 萬 | 0.01% | +948+12.5% | 加碼 |
| First Heartland Consultants, Inc. | 8,497 | $48.2 萬 | 0.06% | +1,130+15.3% | 加碼 |
| Meeder Asset Management Inc | 8,468 | $48.0 萬 | 0.03% | +6,453+320.2% | 加碼 |
| Axxcess Wealth Management, LLC | 8,464 | $48.0 萬 | 0.03% | +4,629+120.7% | 加碼 |
| H&H Retirement Design & Management INC | 8,000 | $47.9 萬 | 0.32% | +4,000+100.0% | 加碼 |
| Inspire Advisors, LLC | 8,398 | $47.6 萬 | 0.09% | +8,398 | 新進 |
| Garde Capital, Inc. | 8,358 | $47.4 萬 | 0.04% | +430+5.4% | 加碼 |
| Boltwood Capital Management | 8,327 | $47.2 萬 | 0.17% | +345+4.3% | 加碼 |
| Apriem Advisors | 8,324 | $47.2 萬 | 0.07% | −298−3.5% | 減碼 |
| Boston Financial Mangement LLC | 8,314 | $47.1 萬 | 0.02% | −409−4.7% | 減碼 |
| Cozad Asset Management Inc | 8,276 | $46.9 萬 | 0.06% | −858−9.4% | 減碼 |
| O'Rourke & Company, Inc | 8,265 | $46.8 萬 | 0.33% | +8,265 | 新進 |
| Bordeaux Wealth Advisors LLC | 8,227 | $46.6 萬 | 0.19% | −404−4.7% | 減碼 |
| DAGCO, Inc. | 8,175 | $46.3 萬 | 0.23% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 8,151 | $46.2 萬 | 0.07% | −16,977−67.6% | 減碼 |
| Cooper Financial Group | 8,134 | $46.1 萬 | 0.11% | −130−1.6% | 減碼 |
| Compass Advisory Group LLC | 8,102 | $45.9 萬 | 0.24% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 8,058 | $45.7 萬 | 0.13% | 00.0% | 不變 |
| RFG Advisory, LLC | 8,026 | $45.5 萬 | 0.02% | +256+3.3% | 加碼 |
| Cavalier Investments, LLC | 8,005 | $45.4 萬 | 0.17% | +495+6.6% | 加碼 |
| Tobam | 7,939 | $45.0 萬 | 0.03% | 00.0% | 不變 |
| Sweeney & Michel, LLC | 6,835 | $44.8 萬 | 0.23% | 00.0% | 不變 |
| Trinity Financial Advisors LLC | 7,899 | $44.8 萬 | 0.24% | +1,418+21.9% | 加碼 |
| Arden Trust Co | 7,891 | $44.7 萬 | 0.07% | +1,598+25.4% | 加碼 |
| Monograph Wealth Advisors, LLC | 7,814 | $44.3 萬 | 0.10% | −17−0.2% | 減碼 |
| Albion Financial Group | 7,810 | $44.3 萬 | 0.04% | 00.0% | 不變 |
| Oxinas Partners Wealth Management LLC | 7,806 | $44.2 萬 | 0.29% | −2,703−25.7% | 減碼 |
| Arkadios Wealth Advisors | 7,799 | $44.2 萬 | 0.05% | −554−6.6% | 減碼 |
| Bahl & Gaynor Inc | 7,773 | $44.1 萬 | 0.00% | +159+2.1% | 加碼 |
| Personal Cfo Solutions, LLC | 7,729 | $43.8 萬 | 0.09% | +525+7.3% | 加碼 |
| Athena Investment Management | 7,708 | $43.7 萬 | 0.30% | +250+3.4% | 加碼 |
| PFS Investments Inc. | 7,699 | $43.6 萬 | 0.01% | +2,301+42.6% | 加碼 |
| Virtue Capital Management, LLC | 7,688 | $43.6 萬 | 0.07% | +1,294+20.2% | 加碼 |
| NBT Bank N A | 7,681 | $43.5 萬 | 0.06% | +397+5.5% | 加碼 |
| KCS Wealth Advisory | 7,658 | $43.4 萬 | 0.15% | +7,658 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 7,588 | $43.4 萬 | 0.02% | +7,588 | 新進 |
| Angeles Investment Advisors, LLC | 7,618 | $43.2 萬 | 0.04% | −871−10.3% | 減碼 |
| Pointe Capital Management LLC | 7,617 | $43.2 萬 | 0.33% | +346+4.8% | 加碼 |
| Eqis Capital Management, Inc. | 7,608 | $43.1 萬 | 0.05% | +53+0.7% | 加碼 |
| Sheets Smith Wealth Management | 7,569 | $42.9 萬 | 0.06% | −22,397−74.7% | 減碼 |
| RW Investment Management LLC | 7,565 | $42.9 萬 | 0.09% | +100+1.3% | 加碼 |
| Marathon Trading Investment Management LLC | 7,550 | $42.8 萬 | 0.27% | −74,165−90.8% | 減碼 |
| Kingswood Wealth Advisors, LLC | 7,540 | $42.7 萬 | 0.14% | +7,540 | 新進 |
| Black Maple Capital Management LP | 7,500 | $42.5 萬 | 0.50% | −29,800−79.9% | 減碼 |
| Cypress Wealth Services, LLC | 7,244 | $42.5 萬 | 0.11% | +2,988+70.2% | 加碼 |
| Sutton Place Investors LLC | 7,484 | $42.4 萬 | 0.59% | +64+0.9% | 加碼 |
| Beach Investment Counsel Inc | 7,478 | $42.4 萬 | 0.05% | −362−4.6% | 減碼 |
| Ritholtz Wealth Management | 7,475 | $42.4 萬 | 0.02% | +2,388+46.9% | 加碼 |
| RMR Wealth Builders | 7,467 | $42.3 萬 | 0.07% | +989+15.3% | 加碼 |
| Stevens Capital Management LP | 7,465 | $42.3 萬 | 0.09% | +7,465 | 新進 |
| Ellevest, Inc. | 7,459 | $42.3 萬 | 0.03% | +2,622+54.2% | 加碼 |
| Cannell Peter B & Co Inc | 7,431 | $42.1 萬 | 0.01% | −14,625−66.3% | 減碼 |
| Truadvice, LLC | 6,501 | $42.0 萬 | 0.15% | +6,501 | 新進 |
| Carlson Capital Management | 7,350 | $41.7 萬 | 0.03% | +123+1.7% | 加碼 |
| Fukoku Mutual Life Insurance Co | 7,345 | $41.6 萬 | 0.04% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 7,342 | $41.6 萬 | 0.06% | +106+1.5% | 加碼 |
| Bragg Financial Advisors, Inc | 7,338 | $41.6 萬 | 0.02% | 00.0% | 不變 |
| Index Fund Advisors, Inc. | 7,284 | $41.3 萬 | 0.03% | +50+0.7% | 加碼 |
| Rehmann Capital Advisory Group | 7,263 | $41.2 萬 | 0.04% | +54+0.7% | 加碼 |
| Plante Moran Financial Advisors, LLC | 7,251 | $41.1 萬 | 0.05% | +1,283+21.5% | 加碼 |
| PDS Planning, Inc | 7,226 | $41.0 萬 | 0.05% | +2,403+49.8% | 加碼 |
| Garrison Point Advisors, LLC | 7,105 | $40.3 萬 | 0.29% | −80−1.1% | 減碼 |
| Connectus Wealth, LLC | 7,102 | $40.3 萬 | 0.01% | −62,369−89.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 7,091 | $40.2 萬 | 0.04% | −5,243−42.5% | 減碼 |
| International Assets Investment Management, LLC | 6,970 | $39.5 萬 | 0.05% | +36+0.5% | 加碼 |
| Kaizen Financial Strategies | 6,720 | $39.3 萬 | 0.34% | +1,453+27.6% | 加碼 |
| Abbrea Capital, LLC | 6,916 | $39.2 萬 | 0.06% | −1,145−14.2% | 減碼 |
| Private Ocean, LLC | 6,913 | $39.2 萬 | 0.05% | −2,417−25.9% | 減碼 |
| Orca Investment Management, LLC | 6,896 | $39.1 萬 | 0.43% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 6,863 | $38.9 萬 | 0.13% | +6,863 | 新進 |
| Arcataur Capital Management LLC | 6,858 | $38.9 萬 | 0.16% | +6,858 | 新進 |
| Keene & Associates, Inc. | 6,833 | $38.7 萬 | 0.30% | +2,225+48.3% | 加碼 |
| Grove Bank & Trust | 6,757 | $38.3 萬 | 0.08% | −66−1.0% | 減碼 |
| Ridgewood Investments LLC | 6,757 | $38.3 萬 | 0.22% | +3,387+100.5% | 加碼 |
| Parkside Financial Bank & Trust | 6,747 | $38.2 萬 | 0.09% | +2,597+62.6% | 加碼 |
| Wolverine Asset Management LLC | 6,736 | $38.2 萬 | 0.01% | −47,384−87.6% | 減碼 |
| Fiduciary Trust Co | 6,687 | $37.9 萬 | 0.01% | −618−8.5% | 減碼 |
| Boston Trust Walden Corp | 6,579 | $37.3 萬 | 0.00% | −1,330−16.8% | 減碼 |
| Defined Wealth Management, LLC | 6,503 | $36.9 萬 | 0.31% | +6,503 | 新進 |
| Fiera Capital Corp | 6,500 | $36.8 萬 | 0.00% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 6,475 | $36.7 萬 | 0.05% | +162+2.6% | 加碼 |
| Abn Amro Investment Solutions | 6,468 | $36.7 萬 | 0.01% | −604,957−98.9% | 減碼 |
| Summit Financial, LLC | 6,444 | $36.5 萬 | 0.03% | +1,843+40.1% | 加碼 |
| Meridian Wealth Management, LLC | 6,436 | $36.5 萬 | 0.03% | +6,436 | 新進 |
| Aft, Forsyth & Company, Inc. | 6,390 | $36.2 萬 | 0.26% | +6,390 | 新進 |
| VisionPoint Advisory Group, LLC | 6,383 | $36.2 萬 | 0.15% | +6,383 | 新進 |
| Quadrant Private Wealth Management, LLC | 6,379 | $36.2 萬 | 0.10% | +76+1.2% | 加碼 |
| TAGStone Capital, Inc. | 6,370 | $36.1 萬 | 0.26% | +29+0.5% | 加碼 |
| Aveo Capital Partners, LLC | 6,257 | $35.5 萬 | 0.05% | +6,257 | 新進 |
| Icon Wealth Partners, LLC | 6,224 | $35.3 萬 | 0.04% | −382−5.8% | 減碼 |
| KRS Capital Management, LLC | 6,202 | $35.2 萬 | 0.35% | +598+10.7% | 加碼 |